SteelPeak Wealth’s Spire SR Stock Holding History

SteelPeak Wealth’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,040	Closed	-$224K	–	654
2025 Q2	$224K	Sell	3,040 -224	-7%	-$16.8K	0.01%	472
2025 Q1	$258K	Buy	+3,264	New	+$239K	0.01%	446

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

SteelPeak Wealth's SR Position: Q3 2025 in Review

SteelPeak Wealth sold out of Spire (SR) in Q3 2025, closing a stake of 3,040 shares — an estimated $224K sold.

SteelPeak Wealth first reported a position in SR in Q1 2025 and held it in 2 quarters. The position peaked at $258K in Q1 2025. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.

SteelPeak Wealth reported no remaining Spire position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 3,040 Spire shares in Q3 2025, an estimated $224K.
SteelPeak Wealth first reported a position in Spire in Q1 2025 and held it in 2 quarters.
SteelPeak Wealth's Spire position peaked at $258K in Q1 2025.
339 funds tracked by Wall St. Rank held Spire as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.